格隆汇2月27日丨赛特新材(688398.SH)公布2025年年度业绩快报，报告期内，公司实现营业总收入 99,491.08万元，较上年同期相比增加6.57%；实现归属于母公司所有者的净利润2,495.30万元，较上年 同期相比减少67.66%；归属于母公司所有者的扣除非经常性损益的净利润2,159.42万元，较上年同期相 比减少69.54%。 报告期内，公司坚持以市场为导向，主营产品真空绝热板产销量延续良好的增长态势。2026年，随着新 版冰箱能效标准实施及以旧换新政策延续，将为公司主营产品渗透率的持续提升创造有利条件。公司将 积极应对机遇和挑战，优化业务布局，积极响应下游客户需求，并加快新产品落地、拓展新应用领域； 同时，强化日常运营管理，深化降本增效，以提升公司整体盈利能力。 受宏观环境和市场竞争影响，报告期主营产品真空绝热板销售均价同比下降及内外销结构变化导致真空 绝热板毛利率同比下降；报告期子公司维爱吉处于投资期，相应的固定资产折旧费用同比增加；公司发 行可转换公司债券计提利息费用以及银行贷款利息费用同比增加，导致公司财务费用同比上升。 ...

格隆汇2月27日丨赛特新材(688398.SH)公布2025年年度业绩快报，报告期内，公司实现营业总收入 99,491.08万元，较上年同期相比增加6.57%；实现归属于母公司所有者的净利润2,495.30万元，较上年 同期相比减少67.66%；归属于母公司所有者的扣除非经常性损益的净利润2,159.42万元，较上年同期相 比减少69.54%。 报告期内，公司坚持以市场为导向，主营产品真空绝热板产销量延续良好的增长态势。2026年，随着新 版冰箱能效标准实施及以旧换新政策延续，将为公司主营产品渗透率的持续提升创造有利条件。公司将 积极应对机遇和挑战，优化业务布局，积极响应下游客户需求，并加快新产品落地、拓展新应用领域； 同时，强化日常运营管理，深化降本增效，以提升公司整体盈利能力。 受宏观环境和市场竞争影响，报告期主营产品真空绝热板销售均价同比下降及内外销结构变化导致真空 绝热板毛利率同比下降；报告期子公司维爱吉处于投资期，相应的固定资产折旧费用同比增加；公司发 行可转换公司债券计提利息费用以及银行贷款利息费用同比增加，导致公司财务费用同比上升。 ...

证券日报网讯1月27日，赛特新材在互动平台回答投资者提问时表示，公司真空绝热板产品具有卓越绝 热性能，并具有在极端温度下保持性能稳定的特点，这些特性在需要轻量化和高效保温的太空领域有其 应用前景。现阶段，公司产品主要应用于家电、冷链等领域以及新能源动力电池、节能建筑、高低温工 业设备隔热保温等方面。尚未有在太空中的应用案例。 ...

智通财经APP讯，赛特新材(688398.SH)发布2025年年度业绩预减公告，预计2025年年度实现归属于母 公司所有者的净利润与上年同期(法定披露数据)相比，将减少4,467万元到5,550万元，同比减少57.89% 到71.93%。 本期业绩预减的主要原因：1受宏观环境和市场竞争影响，报告期主营产品真空绝热板销售均价同比下 降及内外销结构变化导致真空绝热板毛利率同比下降;报告期子公司维爱吉处于投资期，相应的固定资 产折旧费用同比增加;公司发行可转换公司债券计提利息费用以及银行贷款利息费用同比增加，导致公 司财务费用同比上升。报告期内，公司坚持以市场为导向，主营产品真空绝热板产销量延续良好的增长 态势。2026年，随着新版冰箱能效标准实施及以旧换新政策延续，将为公司主营产品渗透率的持续提升 创造有利条件。公司将积极应对机遇和挑战，优化业务布局，积极响应下游客户需求，并加快新产品落 地、拓展新应用领域;同时，强化日常运营管理，深化降本增效，以提升公司整体盈利能力。 ...

Core Viewpoint - The company, Sait New Materials (688398.SH), has announced a significant decrease in its expected net profit for the year 2025, projecting a reduction of 44.67 million to 55.50 million yuan, which translates to a year-on-year decline of 57.89% to 71.93% [1] Group 1: Reasons for Profit Decrease - The primary reasons for the profit decrease include a decline in the average selling price of the main product, vacuum insulation panels, due to macroeconomic conditions and market competition, leading to a decrease in gross margin [1] - The subsidiary, Weijiji, is currently in an investment phase, resulting in increased fixed asset depreciation expenses compared to the previous year [1] - The company has incurred higher financial expenses due to interest costs from convertible bonds and bank loans, contributing to the overall increase in financial costs [1] Group 2: Business Outlook and Strategies - Despite the profit decrease, the company reports a continued growth trend in the production and sales volume of vacuum insulation panels, driven by market demand [1] - The implementation of new refrigerator energy efficiency standards and the continuation of the old-for-new policy in 2026 are expected to create favorable conditions for the sustained increase in the penetration rate of the company's main products [1] - The company plans to actively respond to opportunities and challenges by optimizing its business layout, responding to downstream customer needs, accelerating the launch of new products, and expanding into new application areas [1] - There is a focus on enhancing daily operational management and deepening cost reduction and efficiency improvement efforts to boost overall profitability [1]

赛特新材公告，预计2025年年度实现归属于母公司所有者的净利润与上年同期相比，将减少4467万元到 5550万元，同比减少57.89%到71.93%。受宏观环境和市场竞争影响，报告期主营产品真空绝热板销售 均价同比下降及内外销结构变化导致真空绝热板毛利率同比下降；报告期子公司维爱吉处于投资期，相 应的固定资产折旧费用同比增加；公司发行可转换公司债券计提利息费用以及银行贷款利息费用同比增 加，导致公司财务费用同比上升。 ...

Core Viewpoint - The company, Sait New Materials, emphasizes the exceptional thermal insulation performance and lightweight characteristics of its vacuum insulation panel products, which are beneficial for the aerospace sector, particularly in applications requiring lightweight and efficient insulation [1] Group 1: Product Characteristics - The vacuum insulation panels possess outstanding thermal insulation capabilities and maintain stable performance under extreme temperatures [1] - These features are particularly advantageous for industries that require lightweight and high-efficiency insulation solutions [1] Group 2: Current Applications - Currently, the company's products are primarily utilized in home appliances, cold chain logistics, and various sectors including new energy power batteries, energy-efficient buildings, high-temperature equipment insulation, and LNG equipment insulation [1] - There has been no commercial application of these products in the aerospace sector to date [1]

Group 1 - The company, Sait New Materials, focuses on the research, production, and sales of vacuum insulation materials, as well as the application development and research of vacuum insulation technology [1] - The product offerings include vacuum insulation panels and thermal insulation boxes, primarily used in sectors such as home appliances, new energy power batteries, energy storage batteries, energy-efficient buildings, high-temperature equipment insulation, LNG equipment insulation, and cold chain logistics [1] - Currently, the company's products have not been applied in the aerospace sector [1]

Core Viewpoint - The company, Sait New Materials (688398.SH), focuses on the research, production, and sales of vacuum insulation materials, along with the application development and research of vacuum insulation technology [1] Group 1: Company Overview - The company's main products include vacuum insulation boards and thermal insulation boxes [1] - These products are primarily used in various sectors such as home appliances, new energy power batteries, energy storage batteries, energy-efficient buildings, high-temperature equipment insulation, LNG equipment insulation, and cold chain logistics [1] - Currently, the company's products have not been applied in the aerospace sector [1]

Group 1 - The core viewpoint of the news is the performance and investment interest in Sait New Materials, which saw a stock price increase of 5.17% to 20.97 CNY per share, with a total market capitalization of 3.519 billion CNY [1] - Sait New Materials specializes in the research, production, and sales of vacuum insulation materials, with its main revenue sources being vacuum insulation boards (96.47%), insulation boxes (2.79%), and other products [1] - The company was established on October 23, 2007, and went public on February 11, 2020 [1] Group 2 - The fund "Guotou Ruijin Fund" has Sait New Materials as its top holding, with an increase of 65,600 shares in the second quarter, bringing the total to 481,400 shares, which constitutes 4.66% of the fund's net value [2] - The fund has achieved a year-to-date return of 39.69% and ranks 1667 out of 8160 in its category [2] - The fund manager, Tang Yan, has been in position for 2 years and 219 days, with the best fund return during his tenure being 48.52% [3]